As rumors intensify on the macbook touch, a device with an iphone like interface and solid state memory all rolled into one – a device that would be significantly expensive to produce – I am just wondering if the next generation of Telco subsidized devices (much like the cellphone is today), would be high-tech gizmos like touchscreen based, solid state devices.

Its not mere conjecture. Its based on the telecom landscape reality in North America – voice based revenues and growth is flattening out – all growth of any carrier is predominantly based on churn of a competitior (read Sprint-Nextel). So ultimately, a point has to be reached where all subscribers who wanted to churn have already churned. What next?

Would it not make sense for the telcos to subsidize something like a Macbook Touch with an inbuilt broadband card – and sign on the subscriber for a 3-4 year contract?

Think about it. A solid state computer for the forceable future will be prohibitively expensive. Lets, for the sake of argument, state that the Macbook Touch would cost approximately $1500 more than an comparatively equipped hard drive based laptop. It would absolutely make sense to subsidize about $500 off a highly mobile “must-have” cultural icon and then redeem the costs at 60 bucks a month (which translates to $720 a year) for a multi-year period. You leverage your capital investments in EVDO/HSDPA based network.

And it can be extended to regular and “less desirable” regular mobile computing devices as well (read a computer similar to my HP Pavilion where I am typing this)

This blogger’s prediction is that this model will take hold over the next year or so as Telcos realize the need to capitalize on their multi-billion dollar high speed data network investments and as more and more high quality mobile devices and ultra mobile laptops hit the market.